With Diane’s skills in financial services and education we are excited to have her share her insights with the Lehigh Valley on making smart financial decisions. Without further ado here is a little information from Diane about her experience and knowledge she brings to The Valley Ledger.

 I am a financial services executive with experience in all aspects of Life insurance, Mutual funds, Retirement planning, IRA’s, 401k’s, Simple IRA’s, Debt consolidation, Education planning and Financial coaching. Prior to working in the financial field, I spent 25 years in education.

I currently own and operate an agency/brokerage in Allentown PA that houses 223 licensed agents and 64 licensed investment brokers. I recruit and train people part-time and full-time in our industry. We are focused on expansion in the Eastern, PA market. I am looking to train full and part time associates to help me run and operate new locations.

Primerica’s roots date back to 1977 when the company embarked on a revolutionary crusade to transform the life insurance industry. Primerica’s “Buy Term and Invest the Difference” philosophy encourages middle-income families to purchase affordable term life insurance so they can have more money to invest in their family’s future. Today, Primerica has expanded its crusade to help middle class families become properly protected, debt free, and financially independent.

Specialties

Investing, life/auto/home insurance, home mortgage refinancing, debt elimination, retirement, budget, long term care, term insurance